Purchases and Sales Made in Q1 2025 in Invesco Act Mge Et Cmdt Fd Tr (PDBC)
This table provides information about the institutional ownership of Invesco Act Mge Et Cmdt Fd Tr (PDBC) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ACT MGE ET CMDT FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.2KNew |
$133K - $142K
|
10.2K
$127K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.1K+ 15.04% |
$132K - $141K
|
77.2K
$968K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
9.68K+ 7.47% |
$126K - $135K
|
139K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
9.2K+ 5.33% |
$120K - $129K
|
182K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
9.08K+ 16.91% |
$119K - $127K
|
62.8K
$788K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
8.7K+ 2158.81% |
$114K - $122K
|
9.1K
$114K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.66K+ 1132.69% |
$99.9K - $107K
|
8.33K
$104K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.98K+ 12.15% |
$91.1K - $97.5K
|
64.4K
$808K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
6.98K+ 1.58% |
$91K - $97.4K
|
450K
$5.64M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.54K+ 24.1% |
$85.3K - $91.4K
|
33.7K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.68K+ 1756.97% |
$74.1K - $79.3K
|
6K
$75.2K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
5.5K+ 1.23% |
$71.8K - $76.8K
|
454K
$5.69M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
5.33K+ 7.89% |
$69.6K - $74.5K
|
72.8K
$914K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.95K+ 0.4% |
$64.5K - $69.1K
|
1.25M
$15.6M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.74K+ 4.45% |
$61.9K - $66.2K
|
111K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.72K+ 0.51% |
$61.6K - $66K
|
931K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
4.38K+ 14.83% |
$57.1K - $61.1K
|
33.9K
$425K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
4K+ 3.11% |
$52.2K - $55.9K
|
133K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.79K+ 1.93% |
$49.4K - $52.9K
|
200K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.76K+ 30.88% |
$49K - $52.5K
|
15.9K
$200K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.06K+ 5.93% |
$39.9K - $42.7K
|
54.6K
$685K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.93K+ 13.3% |
$38.3K - $41K
|
25K
$314K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.89K+ 10.36% |
$37.8K - $40.4K
|
30.8K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.81K+ 23.74% |
$36.7K - $39.2K
|
14.6K
$184K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.66K+ 265700.0% |
$34.7K - $37.1K
|
2.66K
$33.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
2.44K+ 1.16% |
$31.8K - $34.1K
|
212K
$2.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.32K+ 7.85% |
$30.3K - $32.4K
|
31.9K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.31K+ 5.07% |
$30.1K - $32.3K
|
47.8K
$600K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
2.24K+ 19.0% |
$29.2K - $31.3K
|
14K
$176K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.18KNew |
$28.5K - $30.5K
|
2.18K
$27.4K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.1K+ 3.0% |
$27.4K - $29.3K
|
72K
$903K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.09K+ 1.43% |
$27.2K - $29.1K
|
147K
$1.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
2.07K+ 1.08% |
$27K - $28.9K
|
194K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.03K+ 6.95% |
$26.4K - $28.3K
|
31.2K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.98K+ 13.32% |
$25.8K - $27.6K
|
16.8K
$211K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.94K+ 4.0% |
$25.3K - $27.1K
|
50.5K
$633K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.91KNew |
$24.9K - $26.7K
|
1.91K
$24K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.83K+ 2.43% |
$23.9K - $25.6K
|
77.2K
$968K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.76K+ 7.16% |
$22.9K - $24.5K
|
26.3K
$330K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.69K+ 188.22% |
$22.1K - $23.7K
|
2.59K
$32.5K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1.58KNew |
$20.6K - $22.1K
|
1.58K
$19.8K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.42KNew |
$18.5K - $19.8K
|
1.42K
$17.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.42KNew |
$18.5K - $19.8K
|
1.42K
$17.8K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.4K+ 4.43% |
$18.3K - $19.6K
|
33K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.3K+ 6.34% |
$17K - $18.2K
|
21.8K
$273K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.29K+ 6.16% |
$16.8K - $18K
|
22.2K
$279K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.21K+ 103.77% |
$15.8K - $16.9K
|
2.38K
$29.8K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.21K+ 0.83% |
$15.7K - $16.8K
|
147K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.19K+ 1.21% |
$15.6K - $16.7K
|
99.5K
$1.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.15K+ 0.32% |
$15K - $16K
|
363K
$4.55M
|